Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (45610)	1/12/1999 2:30:00 PM
From: Jim McMannis	Read Replies (2) of 1571732

Paul, "Ask yourself this - what will be the DIE SIZE of a Celeron produced on a 0.18 micron process ? And how soon will Intel have it on the market ? And how will the Celeron "shrink" affect the margins ? And how will the Celeron "shrink" affect the performance ?"... Look at it this way... CURRENT Celerons are made on .25u process and have a die size of 154mm2. No Celerons are made on .18 and won't be until the second half. If they get priority over the Pentium III they may come earlier. If AMD and Intel (maybe NSM) convert to .18u about the same time then the event becomes a non-event. Dies sizes drop but the relative sizes stay the same. So Intels costs drop but so do AMDs and NSMs. So the selling price of the chips ratchets down and capacity rises. If demand doesn't rise accordingly, then furthur commoditzation occurs. This also further expands the sub $1000 and creates the Sub $500 and below markets. (BTW, a $300 computer with a CeleronA is on the way, company opted for the CeleronA instead of the new RISE chip.).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next